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Michael Shuck, Private Wealth Advisor serving the Bel Air, MD area - Ameriprise Advisors

Michael Shuck

CFP®, ChFC®

Private Wealth Advisor

Inspire Confidence Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • B.A. Economics, Dickinson College, 1990, Phi Beta Kappa

Awards & recognition

  • Ameriprise Circle of Success, 2006-2022
  • Ameriprise Diamond Ring Club, 2010
  • Forbes Best-in-State Wealth Advisors, 2019, 2021-2023
  • Five Star Wealth Manager, 2015-2023

Community participation

Maryland Food Bank

Interests

Mike and Jill congratulate our eldest child on his college graduation this past May. Happily, he was able to find employment quickly. Our other two are still in college and making good progress toward their future careers. The two of us are finding more time to spend together exercising, golfing, playing board games, and travelling.